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- Upturn Summary
- Fund Details
Upturn AI Summary
Capital Group U.S. Small and Mid Cap ETF(CGMM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CGMM
10/14/2026: CGMM (2-star) is currently NOT-A-BUY. Pass it for now.
CGMM is an actively managed ETF providing exposure to U.S. small and mid-cap stocks, utilizing a multi-manager approach backed by Capital Group's research expertise. Its main strengths include professional, fundamental stock selection which seeks to outperform passive benchmarks, though it comes with a higher expense ratio than low-cost alternatives. It is intended for long-term growth portfolios where active management is desired. Investors should monitor market interest rate trends and liquidity, as these factors significantly impact the performance of smaller firms. It is best suited for investors seeking growth who have a higher risk tolerance and believe in the potential of active management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund focuses on identifying companies with strong long-term capital appreciation potential. |
| Momentum investor | Mixed fit | As an active fundamental fund, it may not align with short-term price momentum strategies. |
| Value investor | Mixed fit | While it seeks intrinsic value, it is not strictly a value-factor ETF. |
| Dividend/Income investor | Weak fit | The primary objective is capital growth rather than consistent income generation. |
| Low-risk investor | Weak fit | Small and mid-cap equities inherently possess higher volatility than broad market or large-cap portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for long-term growth and believes in the value of active management over passive indexing for the small-cap asset class.
Suitability
Best suited for long-term, growth-oriented investors who can tolerate market fluctuations.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small and mid-cap stocks are historically more sensitive to market swings than large-cap indices. |
| Market risk | Medium / high | General economic downturns disproportionately impact smaller companies with less financial cushion. |
| Concentration | Medium | The active selection process may lead to higher weightings in certain sectors compared to the benchmark. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to consistently outperform to provide net value. |
| Liquidity | Medium | Small-cap holdings can become less liquid during periods of market stress. |
| Business/sector quality | Medium | Active selection depends on the manager's ability to identify high-quality businesses versus speculative ones. |
Risk Analysis
Volatility
CGMM is subject to the high inherent volatility of the small and mid-cap equity markets.
Market Risk
The fund is exposed to systemic risks affecting the U.S. domestic economy and the performance of smaller capitalization businesses.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 55 | Small-cap stocks offer higher growth potential but generally come with increased volatility. |
| Market capitalization | U.S. Mid-Cap Equities | 40 | Mid-cap stocks often provide a balance between the growth of small caps and the stability of large caps. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained for liquidity and to facilitate daily operations. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 22.35% | Avg. Invested days 90 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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